Senior Sales Relationship Manager - Personal Trust

Associated Banc‑Corp; Milwaukee (WI); On-site; USD 117,000 - 200,000; Full time

Benefits offered by this job

Retirement plans

PTO

Diversity-focused groups

Professional development

Bonuses & incentives

Employee stock purchase plan

Military benefits

Personal banking benefits

Job summary

Associated Bank seeks a Senior Sales Relationship Manager - Personal Trust to grow high-net-worth client relationships with sophisticated fiduciary solutions. You will deliver wealth planning, manage trust and fiduciary accounts, and coordinate cross-referrals to broaden client outcomes.

Leverage your experience in trust, investment agency, or fiduciary sales to expand the bank's fiduciary services while coordinating with partners and staying compliant with regulatory developments.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting or equivalent.
• 10+ years managing high-level client relationships in financial services.
• Proven success in trust, investment agency or fiduciary sales.
• Strong knowledge of estate planning, fiduciary administration, taxation and financial planning.
• Experience developing and leveraging internal and external referral networks.
• Knowledge of banking and wealth management products.
• 12+ years of industry experience with proven sales goals.
• Must have access to reliable transportation and the ability to drive if applicable.

Responsibilities

• Develop and close new business opportunities with existing clients, external prospects, and referral sources.
• Build and maintain strong client relationships by guiding on estate planning, retirement planning, investment management, risk management, and charitable giving strategies.
• Identify and coordinate cross-referral opportunities across financial services partners to deliver comprehensive client solutions.
• Create and present customized proposals addressing trust and wealth management needs.
• Participate in community and business organizations to enhance market presence and develop referral networks.
• Administer assigned trust and fiduciary accounts, including reviews, communications, distributions, fees, and documentation.
• Review trust, estate, agency, custody and related planning documents for compliance.
• Stay current on legal, regulatory and tax developments to support fiduciary responsibilities.

Skills

Relationship management

Business development

Financial planning

Estate planning

Fiduciary sales

Networking

Education

Bachelor’s degree

Job description

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success.

If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process.

Associated Bank conducts a thorough background check on all new hires.

Under limited supervision, responsible for servicing assigned Trust Department related accounts including, but not limited to, investment agency, various types.

As a Senior Sales Relationship Manager - Personal Trust, you will manage and grow relationships with high-net-worth clients by delivering sophisticated trust, wealth planning, and fiduciary solutions.

This role combines relationship management, business development, and financial planning expertise to support clients’ long-term financial goals while driving asset and revenue growth.

Responsibilities and Duties

• Develop and close new business opportunities with existing clients, external prospects, and referral sources.
• Build and maintain strong client relationships by providing guidance on estate planning, retirement planning, investment management, risk management, and charitable giving strategies.
• Identify and coordinate cross-referral opportunities across financial services partners to deliver comprehensive client solutions.
• Create and present customized proposals that address clients’ trust and wealth management needs.
• Participate in community and business organizations to enhance market presence and develop referral networks.
• Administer assigned trust and fiduciary accounts, including account reviews, client communications, distributions, fee management, and documentation.
• Review trust, estate, agency, custody, and related planning documents to ensure effective administration and compliance with governing provisions.
• Stay current on legal, regulatory, and tax developments to support fiduciary responsibilities and client service excellence.

Education & Experience Required

• Bachelor’s degree in Business, Finance, Accounting, or an equivalent combination of education and experience.
• 10+ years of experience managing high-level client relationships within the financial services or investment management industry.
• Demonstrated success in trust, investment agency, or fiduciary sales and relationship management.
• Strong understanding of estate planning concepts, fiduciary administration, taxation, financial planning, and discretionary asset management.
• Experience developing and leveraging internal and external referral networks to generate new business.
• Strong knowledge of banking and wealth management products and services within a collaborative team environment.
• 12+ years of industry experience with a proven ability to independently achieve annual business development and sales goals.
• Must have access to reliable transportation and the ability to lawfully drive, if applicable.

Preferred

• Certified Financial Planner (CFP®).
• Juris Doctor (JD) *
• Certified Public Accountant (CPA).
• Chartered Financial Analyst (CFA®).
• Certified Trust and Financial Advisor (CTFA).
• FINRA Series 6, Series 7, and Series 63 licenses.

Why You’ll Love Working Here

This role offers the opportunity to work closely with high-net-worth clients, delivering meaningful financial and fiduciary solutions that make a lasting impact. You’ll collaborate with experienced wealth management professionals, build valuable community relationships, and play a key role in growing a sophisticated trust business.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

Benefits & Perks

• Retirement savings including both 401(k) and Pension plans.
• Paid time off to volunteer in your community.
• Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
• Competitive salaries with professional development and advancement opportunities.
• Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
• Personal banking, loan, investment and insurance benefits.

Artificial Intelligence Statement

To support our recruiting process, we may use artificial intelligence ("AI") or automated technologies to collect, organize, sort, and analyze information submitted by applicants. These tools may assist our Talent Acquisition professionals in identifying applicants who appear to satisfy the minimum qualifications for a position. AI is not used to make employment decisions on behalf of Associated Bank. No applicant will be selected or rejected solely based on the output of an AI tool. Hiring decisions are made by Associated Bank personnel who review applicant information and exercise independent judgment in accordance with applicable law and company policies.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank’s anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact [e-mail] if you need an accommodation at any time during the process. Associated Banc‑Corp participates in the E‑Verify Program. E‑Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range. $116,690.00 - $200,040.00 per year

At Associated Bank, our purpose is to uplift our customers, community and colleagues to be financially stronger. We do this through our relentless focus on people, with a winning spirit, by listening before we act and with a commitment to achieve together. What does it mean to be #RootedHere? For us, it means having a career that grows with you. We think you'll like the opportunities available at Associated Bank. Introduce yourself to our talent acquisition consultants and we’ll contact you if there’s a role that seems like a good match.